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J.P. Morgan Investment Expertise

Chase Private Clients draw upon the knowledge of J.P. Morgan investment expertise and planning advice.


As a Chase Private Client, your J.P. Morgan Private Client Advisor provides you with exclusive access to J.P. Morgan's investment expertise, retirement and planning advice, market perspectives and economic outlooks.

Reaching Your Financial Goals

Your J.P. Morgan Private Client Advisor will work with you to:

  • Gain a deep understanding of your investment objectives, investable assets, time frame and risk tolerance
  • Help prioritize your financial goals
  • Conduct a Customized Financial Analysis to outline a strategic path designed to help you reach your goals and anticipate any unexpected scenarios you might encounter along the way
  • Monitor and make adjustments as your life and the markets evolve

Access to J.P. Morgan Global Expertise

Enjoy access to J.P. Morgan investment strategies and market perspectives, as well as a mix of leading asset managers that best match your risk and return profile. Also benefit from ongoing reviews and analysis of your portfolio focused on helping you balance and meet your goals.

By learning about your personal investment goals, your J.P. Morgan Private Client Advisor is able to determine what investments are best suited for your needs.

  • Investment Advisory Services. Benefit from the expertise of our top professional money managers for a portfolio tailored to your needs.
  • Mutual Funds. Diversify your portfolio with over a thousand different mutual funds to choose from.
  • College Planning. Prepare for future educational costs by investing in tax-advantaged 529 college savings plans.
  • Securities-Based Lending. A strategy that can help you meet your liquidity needs while keeping your portfolios in place.
  • Annuities. Access to carefully selected fixed and variable annuities that can help you build for retirement.


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